Create or rename a user role in Boss’nX

In Boss’nX, a role brings together the capabilities, component scope, datapoint rules and alarm notifications applied to the accounts that use it. Create it from New role, prepare its rights in the four sections of the editor, then save it; an existing role is renamed from Edit.

Intended for the administrator or installer authorized to manage roles. Creating a role does not create a user account: to assign the prepared role, follow create an account or change the role of an existing account.

Before you start

• Your role has the Manage roles capability.
• You have reviewed the existing roles to check whether one of them already meets the need.

Open New role

1. Open the relevant supervision, then Menu → Users, Roles tab.
2. Click New role, at the top of the list.
3. In Label, enter an understandable name, for example “Building reception” (fictitious example). An empty label or one made only of spaces is refused with Label is required.

The form opens on Capabilities. Initially, all capabilities are disabled, the Components & Building scope covers all components and no datapoint or notification rule is defined. Check these sections before creating the role.

Prepare the rights in the four sections

Section	Choices to prepare
Capabilities	Enable the useful actions and check the capabilities associated automatically. See capabilities and logs scope, as well as the allowed widget types.
Components & Building	Check the initial scope. To limit it, use Restrict access, then define the necessary standing rules and overrides.
Datapoint rules	If necessary, choose the datapoints to hide or make read-only through tag rules, and prepare the “Show only” restrictions.
Notifications	Define the notification rules needed for this role.

Moving from one section to another keeps your input. Nothing is saved until you click Save in the role’s bottom bar. If a window or a card offers its own confirmation, confirm it first to include its choices in the role draft.

Create the role

1. Review the label, capabilities, scope, datapoint rules and notifications.
2. Click Save in the bottom bar.
3. Wait for saving to finish before editing the form again.
4. Wait for Role created and the return to the Roles list.

Check the result

1. Find the new row, then open Edit to review the settings kept. Spaces at the beginning and end of the label are removed on saving.
2. Have a person authorized to manage users assign the role to the accounts concerned.
3. Before it is used, open a new session with an account concerned and check the expected access as well as the access that must remain absent.

Rename an existing role

1. In Roles, locate the role and check its associated accounts.
2. Click Edit on its row.
3. If Label is editable, replace its content with the name you want.
4. Review the other sections if you also changed them, then click Save.
5. Wait for Role updated and check the new label in the list.

Changing only the label keeps the role’s settings. If the field is read-only, read the banner and have the administrator check which role to use, rather than recreating a role to get around the unavailable field.

Discard or abandon a draft

Discard restores all sections to their loaded state, without leaving the editor. For a creation, the label becomes empty again and the initial settings are restored. For an existing role, its loaded values are restored.

With unsaved changes, Back to roles opens Discard your unsaved changes?. Declining keeps the draft; confirming leaves the editor and abandons these changes. Closing or reloading the tab may also trigger the browser warning.

Troubleshooting

Message or symptom	Action
Save absent	Check that a value was changed and that the role is editable.
Label is required	Enter a name, then click Save again.
Save unavailable	Wait for an operation in progress to finish, or read the Datapoint rules warning: the Hide any unlisted component mode requires at least one restriction.
Refusal message or interrupted save	Note the message and check in the list whether the role or its new label was saved before repeating the operation.
Unexpected label or role after saving	Check your rights and the supervision context.

If the result remains uncertain, contact support@can-nx.com specifying the supervision, the role label, the displayed message and the checks performed, without sending any access secret.

French labels: Menu → Utilisateurs → Rôles → Nouveau rôle, Libellé, Capacités, Composants & Bâtiment, Règles de datapoints, Notifications, Enregistrer, Rôle créé, Modifier, Rôle mis à jour, Annuler les modifications, Retour aux rôles, Abandonner les modifications non enregistrées ?, Le libellé est requis.